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Nuveen New York Quality Municipal Income Fund
NAN

51 hedge funds and large institutions have $50.3M invested in Nuveen New York Quality Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

24% more funds holding

Funds holding: 41 → 51 (+10)

21% more capital invested

Capital invested by funds: $41.6M → $50.3M (+$8.73M)

2.31% more ownership

Funds ownership: 10.52% → 12.83% (+2.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.48M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.33M
3
PCM
PenderFund Capital Management
British Columbia, Canada
+$2.07M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.61M
5
LCM
Laurion Capital Management
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
-$2.88M
2
UBS Group
UBS Group
Switzerland
-$834K
3
GC
Guggenheim Capital
Illinois
-$498K
4
Morgan Stanley
Morgan Stanley
New York
-$188K
5
Invesco
Invesco
Georgia
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$210K +$3.68K +293 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$206K +$71.2K +5,670 +53%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$186K -$51.4K -4,092 -22%
OKSA
29
O'Keefe Stevens Advisory
New York
$174K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$163K +$9.91K +789 +6%
AC
31
Alexandria Capital
Virginia
$154K – – –
RJA
32
Raymond James & Associates
Florida
$149K -$56.5K -4,500 -28%
PAG
33
Private Advisor Group
New Jersey
$142K +$141K +11,198 New
Creative Planning
34
Creative Planning
Kansas
$128K +$128K +10,196 New
CAN
35
Cetera Advisor Networks
California
$127K +$127K +10,086 New
IA
36
IFP Advisors
Florida
$45K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$44K – – –
Lazard Asset Management
38
Lazard Asset Management
New York
$44K – – –
PSC
39
Prentiss Smith & Co
Vermont
$35K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$30K +$29.7K +2,367 New
AG
41
Advisor Group
Arizona
$26K -$11.7K -933 -30%
FWM
42
Focused Wealth Management
New York
$26K -$6.77K -539 -21%
CHC
43
City Holding Co
West Virginia
$26K – – –
SWM
44
SeaCrest Wealth Management
New York
$21K – – –
CF
45
Centaurus Financial
California
$13K +$12.6K +1,000 New
EWM
46
Edge Wealth Management
New York
$13K +$12.6K +1,000 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$9K +$9.06K +721 New
SPIA
48
Steward Partners Investment Advisory
New York
$7K +$75 +6 +1%
SEI Investments
49
SEI Investments
Pennsylvania
$5K – – –
JA
50
JOYN Advisors
Georgia
$4K +$3.99K +318 New
1
2
3

NAN Hedge Fund Activity: Q2 2018 in Review

51 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2018, worth a combined $50.3M — up 21% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NAN positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.48M. The largest seller was Tortoise Investment Management, cutting an estimated $2.88M.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2018, up from 41 in Q1 2018.
  • Funds reported $50.3M of Nuveen New York Quality Municipal Income Fund stock for Q2 2018, up 21% quarter-over-quarter.
  • 12 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2018 and 2 closed out, a net change of +10 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $3.48M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2018 was Tortoise Investment Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2018.